+20.2%
VZ vs RCAT
+46.9%
-26.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +18.6% | -19.6% | -0.7% |
| 7D | +2.1% | -12.7% | +14.9% | +2.0% |
| 30D | +1.4% | -34.3% | +35.7% | +1.0% |
| 3M | -1.3% | -53.4% | +52.1% | -2.0% |
| 6M | -0.5% | -62.0% | +61.4% | -1.3% |
| YTD | +19.6% | -49.1% | +68.7% | +19.0% |
| 1Y | +22.4% | -53.1% | +75.5% | +21.7% |
| 3Y | +55.9% | +318.7% | -262.8% | +56.1% |
| All | +20.2% | +46.9% | -26.7% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RCAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling